Live Oak Private Wealth offers personalized wealth management, investment portfolio oversight, and financial planning services. Live Oak Private Wealth focuses on long-term capital preservation, utilizing a conservative and value-oriented approach to investing in public markets and select private opportunities. Services include retirement planning, cash flow forecasting, trust and estate planning, tax strategies, business planning, and insurance analysis. Live Oak Private Wealth primarily serves high net-worth individuals, families, trusts, and business owners, tailoring strategies to each client's specific goals, risk tolerance, and time horizon. Portfolios are typically managed on a discretionary basis, meaning Live Oak Private Wealth makes trades on behalf of the client without needing approval for every transaction.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.40% |
Fees are negotiable based on factors such as anticipated future earnings, additional assets, account composition, and pre-existing relationships.